CRM/AMS for non-profits and associations

Improve member engagement, create efficiencies and scale your organization.

Is your AMS/CRM hurting your member/donor engagement?

 

Many nonprofits and Associations often get a new AMS/CRM system every 3 to 5 years. Setting these systems up can be really tough for staff who already have a lot to do, and it also uses up budgets that could be better spent on engaging members/donors and serving your mission. 

Let us find you a platform that can serve you for decades.

Is it best to retain or replace your current AMS/CRM? 

Let’s discuss. email us at [email protected] or call us 1.888.802.1147 x102

There are 50+ CRM and AMS systems around each with different strengths and constraints. How do you find your best fit?

A wrong or poorly architected system can cost your organization 100's to 1000's or may be millions in the long run.

A CRM/AMS is vital for organizing data, segmenting contacts, facilitating transactions, 
and enhancing member and donor communication. It empowers organizations to scale
and grow efficiently, ensuring streamlined operations and effective engagement with their
 community. 

Ten signs that your current AMS/CRM is hurting your organization 

  1. Low user adoption: Your staff is reluctant to use the system. It is obvious that it is not
    architected well, is not user-friendly, or does not meet the unique needs of different
    groups within your organization.
  2. Data integrity issues: Your member/stakeholder data is inconsistent, inaccurate, and contains duplicate records. Your team cannot rely on using the data. 
  3. Frequent technical issues: If your system crashes regularly, is slow, and disrupts your operations regularly, it is a sign that it is at the end of its life. 
  4. Negative user feedback: If you think the system is being used by everyone but you constantly hear complaints, it is a sign that the system is misaligned with your organizational strategy. The system would fail to support your staff in meeting your organization’s objectives.   
  5. Lack of 360-degree stakeholder view: You do not have a 360-degree view of your stakeholders (members, prospective members, donors, volunteers, board members, sponsors, advertisers, etc.). It implies your AMS/CRM is not integrating poorly with your systems for events, marketing/communications, community, finance/accounting, fundraising, volunteer management, etc. 
  6. Your staff uses spreadsheets and other software to manage data and information: Your staff uses spreadsheets and other software to manage data and information. It is a sign that your CRM or AMS is limiting your staff to perform their functions within the system. This is generally due to a lack of extensibility in the platform. It is also a sign that your system does not provide adequate reporting and analytics to your staff. 
  7. You are constantly looking for other platforms: When you explore new programs and initiatives for your members, you find yourself looking in the marketplace for new systems. That means your CRM/AMS limits you, and you cannot extend your current platform to deliver the new programs and initiatives. 
  8. You cannot justify the maintenance costs: Each platform requires an ongoing fee to keep it functional. This fee can be higher when you do not have an IT team. However, it is time to look at options when you feel you are not getting the value or ROI and are spending a lot to “rent” or “own” the platform. 
  9. You and your staff do not sleep well at night. You are constantly worried that your data and system are not secure enough. 
  10. You feel “hostage” to the current AMS/CRM: You are afraid of investing in the system to build additional programs and services for your members. You fear that all your investment would be wasted if you gave up the system. This happens when you do not own the base technology or underlying platform on which the AMS is built (Salesforce, Dynamics, NetSuite, .NET, PHP, etc.).

What CRM/AMS is best for your organization?

AMS Selection Simplified - 10 criterias to find your perfect match

Thank you! Your content has been some of the most helpful I’ve seen for the complex process of choosing an AMS. – Erin Russell, NFFS

Thanks for the presentation – great information. – Linda

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Over the last two decades, we have implemented, researched, reviewed over four dozen AMS/CRMs. Actually, we have developed such systems from scratch (thankfully – this is not required anymore!).

 

CRM/AMS selection is a function of your size, the tech savvyness of your staff, the complexity of your processes, your existing technology stack, challenges with the current platform, growth and future plans, and more.

We can find you a platform that can serve you for decades.

 

Partner with 108 ideaspace and let our consultants manage your AMS/CRM discovery and implementation.

  • Salesforce and Salesforce.org (Native)
  • MS Dynamics 365 (Native)
  • Fonteva (AMS built on Salesforce)
  • Nimble (AMS built on Salesforce)
  • MS Dynamics (Dynamics 365)
  • Cobalt (based on MS Dynamics)
  •  ProTech
  • Netforum
  • iMIS
  • Glue Up
  • Rythm
  • toucantech
  • Starling
  • Active Campaign
  • Keap/Infusionsoft
  • HubSpot
  • Impexium
  • PipeDrive
  •  Aptify
  • Oracle NetSuite
  • mem360.io
  • Personify
  • Your Membership
  • Member 365
  • Zoho CRM
  • Wicket
  • or something else (the list is endless!)

A higher member engagement is possible. A CRM/AMS for life is possible too. 

Let’s discuss. email us at [email protected] or call us 1.888.802.1147 x102

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